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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,596 | $75,832+39.2% | $147,617-28.5% | $59,633+77.1% |
| Participation rate | 17.5% | 71.6%-54.1pp | 84.6%-67.1pp | 68.7%-51.2pp |
| Annual return | 15.99% | 0.37%+15.6pp | 61.98%-46.0pp | 2041.45%-2025.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,271 | $3,131-59.4% | $4,895-74.0% | $3,192-60.2% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |